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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
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Additional Information
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Microsoft
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-11.38 (-2.66%)
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Updated: 4:00 PM EDT, Jun 5, 2026
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AudioCodes (AUDC) Q1 2026 Earnings Transcript
↗
May 05, 2026
AudioCodes (AUDC) Q1 2026 Earnings Transcript
Via
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Privium Fund Buys $15.97 Million Stake in Alaska Air Amid Fuel Cost Crisis
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May 05, 2026
Alaska Air Group provides passenger and cargo transportation to over 120 North American destinations, emphasizing operational efficiency.
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Microsoft vs. Alphabet: Which AI Giant Is the Better Buy Right Now?
↗
May 05, 2026
Both companies reported blowout growth in the cloud, but one seems to have the edge.
Via
The Motley Fool
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Black Friday Positioned at Center of AI Commerce Race, Signals Openness to Strategic Acquisition
May 05, 2026
MIAMI, Fla., May 5, 2026 (SEND2PRESS NEWSWIRE) -- As global technology and retail leaders accelerate investment in artificial intelligence-driven commerce, Black Friday Lifestyle, a unified consumer...
Via
Send2Press
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Microsoft Just Launched a Major Voluntary Buyout -- What It Signals for Investors and the Future of Its Workforce
↗
May 05, 2026
Microsoft's voluntary buyouts trim costs but risk losing veteran talent and key expertise.
Via
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The 1 Tech Stock I'd Leave to My Kids if I Could Only Choose One
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May 05, 2026
It has over five decades of experience under its belt and plenty of momentum.
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Long-Term S&P 500 Holding or Greater Liquidity? VOO vs. SPY
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May 05, 2026
The Vanguard S&P 500 ETF (VOO) and the SPDR S&P 500 ETF Trust (SPY) both give investors access to the same S&P 500 benchmark. The key difference is not what they own, but whether an investor values...
Via
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Topics
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Microsoft's $627 Billion Order Book Is Bigger Than The Combined Size Of IBM, Salesforce, Dell And Adobe
↗
May 05, 2026
Microsoft's order book is growing at a rapid pace. Here's a look at just how big the company's order book is compared to other tech companies.
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Atomic Dividends: Big Tech's New Energy Bet
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May 05, 2026
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Nebius Breaks Out to All-Time Highs—Here's What's Driving It.
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May 05, 2026
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Dear IonQ Stock Fans, Mark Your Calendars for May 6
May 05, 2026
Investors eye May 6 as IonQ balances breakthrough innovation with high expectations and uneven stock performance.
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Tesla, Meta, Microsoft Investors May Need A 'Self-Destruct' Switch, Not Blind Faith
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May 05, 2026
Investors should decide in advance what evidence would force them to rethink the AI trade.
Via
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Nebius Stock Could Be a Buy in May as the Company Makes a Big Bet on U.S. Expansion
May 05, 2026
Nebius agreed to acquired Eigen AI to expand its U.S presence and aid its Token Factory.
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Microsoft's Capex Spending for 2026 Is 23% Higher Than What Analysts Were Expecting. The Problem Is Rising Memory Prices
↗
May 05, 2026
Microsoft plans to spend $190 billion on capex this year.
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Topics
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Microsoft, Google And xAI Collaborate With US Government On Early AI Model Risk Evaluations
↗
May 05, 2026
Microsoft, Alphabet's Google, and Elon Musk's xAI agreed to give early access to their AI models for security assessments.
Via
Benzinga
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Artificial Intelligence
1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Microsoft, and Apple in the $3 Trillion Club
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May 05, 2026
Meta Platforms is bringing social media into a new era with artificial intelligence.
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The Motley Fool
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Prediction: The Best Artificial Intelligence (AI) Growth Stocks on the Nasdaq Haven't Peaked Yet. Here's What I'm Buying.
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May 05, 2026
Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.
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The Motley Fool
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Meta and Alphabet Will Spend a Combined $335 Billion This Year. Don't Expect Their ROI to Be the Same.
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May 05, 2026
Alphabet has a clear AI plan. Meta is still searching for one.
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Is the Vanguard Dividend Appreciation ETF a Buy Now?
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May 05, 2026
The Vanguard Dividend Appreciation ETF (VIG) is one of the premier dividend growth ETFs out there. But it's the fund's tech allocation that makes it compelling right now.
Via
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Why Altimeter Sold Microsoft For Nvidia, SK Hynix: CEO Gerstner Warns Investors Must 'Make Choices' Between Software And AI Compute
↗
May 05, 2026
Brad Gerstner reveals why Altimeter sold Microsoft for Nvidia and SK Hynix, warning investors must 'make choices' in the AI compute race.
Via
Benzinga
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Artificial Intelligence
Microsoft Delivered Massive News for Stock Market Investors
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May 05, 2026
The tech giant revealed critical information for all investors.
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3 Russell 2000 Stocks That Concern Us
May 05, 2026
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However,...
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Adeia (ADEA) Q1 2026 Earnings Transcript
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May 04, 2026
Adeia (ADEA) Q1 2026 Earnings Transcript
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Hudson Valley Business AI Consulting: Automation & Cybersecurity Guide Released
May 04, 2026
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IAC (IAC) Q3 2025 Earnings Transcript
↗
May 04, 2026
IAC (IAC) Q3 2025 Earnings Transcript
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Dear CoreWeave Stock Fans, Mark Your Calendars for May 7
May 04, 2026
Investors may want to keep CoreWeave firmly on their radar as it gears up to unveil its Q1 earnings on May 7.
Via
Barchart.com
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Azure's Growth Rate Bounces Back in Q3. Is Microsoft's Stock Due for a Rally?
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May 04, 2026
Microsoft's earnings numbers looked solid, as it beat on Azure and its top and bottom lines.
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The Motley Fool
Topics
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3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
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May 04, 2026
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Big-Tech Earnings: Google and Meta's Results Support Broadcom's Outlook
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May 04, 2026
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Is Microsoft a Buy as Cloud Revenue Continues to Soar?
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May 04, 2026
Microsoft's stock has been running in place for the past two years.
Via
The Motley Fool
Topics
Artificial Intelligence
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